18 Years Worth of Days

Welcome to Carri & Pelletier Financial Services LLC

Carri & Pelletier was established by Bruce Carri and Bill Pelletier, who have over six decades of combined tax and financial services experience. Our mission, using a personal, holistic approach, is to first understand your goals, and then help you find the right strategies and solutions to pursue them. We provide three areas of service to our clients:

Taxation is an integral part of most financial decisions; income taxes, estate taxes, gift taxes. Our advantage at Carri & Pelletier over other financial advisors is that we have a depth of knowledge about this area of finances that provides greater value when making investment, retirement, business and other financial recommendations to our clients, potentially providing you additional savings by minimizing taxes in the process of helping you reach your goals. Call us today for a free consultation to discuss your tax and financial services needs.

Here on our website, you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

*These services are offered by A. Bruce Carri and William Pelletier through their affiliation with HD Vest.

Market Summary

Get Financial News & Updates Delivered to Your Inbox

Name

Email

Thank you!

Error processing your request. Please try again at a later time.

Local Weather

03307

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Check the background of your financial professional on FINRA's BrokerCheck

HD Vest affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through HD Vest Investment Services® (HDVIS), Member: FINRA / SIPC. Advisory Services offered through HD Vest Advisory Services® (HDVAS), Insurance services offered through HD Vest Insurance Agency LLC. 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of HD Vest Financial Services® or its subsidiaries. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose value